Defined Benefit Plans, Including Cash Balance

7,170 topics in this forum

1. Normalization of benefits for nondiscrimination

   By FAPInJax, July 2, 2008
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 2, 2008

2. Not PBGC Covered? Substantial Owner Plan?

   By justanotheradmin, January 31, 2019
   • 1 reply
   • 608 views
   • 
   • Calavera
   • February 1, 2019

3. Notice 2007-28

   By Penman2006, April 28, 2008
   • 2 replies
   • 1.4k views
   • 
   • Penman2006
   • April 29, 2008

4. Notice 2007-28

   By Penman2006, March 13, 2007
   • 32 replies
   • 8k views
   • 
   • John Feldt ERPA CPC QPA
   • March 23, 2007

5. Notice 2007-69 NRA Change

   By Penman2006, December 3, 2010
   • 3 replies
   • 1.4k views
   • 
   • AndyH
   • December 7, 2010

6. Notice 2009-68 statement aboutdirect rollover of after-tax contributions

   By Everett Moreland, December 3, 2009
   • 7 replies
   • 2.7k views
   • 
   • david rigby
   • March 29, 2010

7. Notice 2015-49

   By Andy the Actuary, July 12, 2015
   • 40 replies
   • 5.3k views
   • 
   • figure 8
   • August 20, 2015

8. Notice for Participants Ineligibility

   By Guest wwest, February 11, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 11, 2000

9. Notice of Annuity - Single Premium Group Annuity Ongoing Plan

   By SRM, August 27, 2007
   • 6 replies
   • 1.6k views
   • 
   • AndyH
   • August 28, 2007

10. Notice of Annuity Information

    By DBnme, May 12, 2020
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 16, 2020

11. Notice of Benefit Restricition (436)

    By Dinosaur, August 26, 2009
    • 3 replies
    • 1.2k views
    • 
    • Dinosaur
    • August 27, 2009

12. Notice of Benefit Restriction under PPA 06

    By Guest lerieleech, April 7, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 11, 2008

13. Notice of Plan Benefits

    By Just Me, March 15, 2005
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 16, 2005

14. Notice Requirements?

    By Guest fcdeacy, February 24, 2006
    • 4 replies
    • 2.1k views
    • 
    • Locust
    • February 27, 2006

15. Notice to Interested Parties

    By ERISA-Bubs, November 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • November 28, 2011

16. Notice to Participants for an Underfunded PBGC covered Plan

    By flosfur, August 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • August 16, 2004

17. Notice to terminated participant of permanent break in service

    By MMMBENE2000, July 31, 2014   

    • Participant notices
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • July 31, 2014

18. Notification Requirements Upon Leaving

    By Guest Peg H, August 28, 1998
    • 5 replies
    • 3.3k views
    • 
    • Wessex
    • September 1, 1998

19. Notification to Deferred Vested Participants prior to Normal Retirement Date

    By NKOTB, September 1, 2011
    • 6 replies
    • 5.4k views
    • 
    • Guest
    • September 2, 2011

20. Nov 30-Year Treasury Rate

    By mwyatt, December 29, 2005
    • 6 replies
    • 1.9k views
    • 
    • mwyatt
    • December 30, 2005

21. NRA - doc due today

    By HarleyBabe, April 30, 2012
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2012

22. NRA & Notice 2007-69

    By Penman2006, November 21, 2007
    • 4 replies
    • 1.1k views
    • 
    • Penman2006
    • November 23, 2007

23. NRA = 70

    By Penman2006, September 17, 2007
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • September 17, 2007

24. NRA 55

    By abanky, January 28, 2010
    • 14 replies
    • 1.8k views
    • 
    • abanky
    • February 23, 2010

25. NRA 60

    By SSRRS, May 31, 2024
    • 5 replies
    • 783 views
    • 
    • CuseFan
    • June 3, 2024

26. NRA in the document is 55

    By Jakyasar, January 14, 2023
    • 18 replies
    • 1.9k views
    • 
    • Jakyasar
    • January 17, 2023

27. NRA less than 62

    By justanotheradmin, May 8, 2018   

    • nra
    • determination letter
    • 3 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 9, 2018

28. NRA of 62, Subsidized ERB at 55

    By JAY21, September 22, 2009
    • 5 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • September 23, 2009

29. NRA Revisited

    By Andy the Actuary, September 9, 2008
    • 9 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • September 12, 2008

30. NRA vs NRD

    By toohot4tv, February 19, 2020
    • 6 replies
    • 5.4k views
    • 
    • AndyH
    • February 21, 2020

31. NRA with "age 55 and completion of 16 years of service"

    By himt4, January 26, 2005
    • 7 replies
    • 1.6k views
    • 
    • Gary
    • February 4, 2005

32. NRAs under age 62

    By JAY21, April 16, 2009
    • 2 replies
    • 888 views
    • 
    • Andy the Actuary
    • April 17, 2009

33. NRD at age 65, full benefits for term vested at SSRA, reduced at 65

    By Gary, December 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Gary
    • December 21, 2000

34. NY Times - Pension Accounting Editorial - Comments?

    By mwyatt, October 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • October 21, 2002

35. NYT - PBGC's Financial status in question

    By JanetM, July 23, 2003
    • 1 reply
    • 1.1k views
    • 
    • mwyatt
    • July 23, 2003

36. Obama Will Not Let PBGC Go Bankrupt

    By goldtpa, January 24, 2009
    • 27 replies
    • 4.4k views
    • 
    • SoCalActuary
    • January 28, 2009

37. OBRA & RPA Full FUnding Limit Caculation

    By Hoard1, January 12, 2000
    • 3 replies
    • 1.7k views
    • 
    • Hoard1
    • January 12, 2000

38. OBRA 87 FFL bases

    By flosfur, September 14, 2005
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • September 20, 2005

39. OBRA and RPA interest rates

    By Blinky the 3-eyed Fish, February 7, 2003
    • 3 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 19, 2003

40. OBRA bases after 1998

    By Guest Trapatsos, September 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 3, 1999

41. OBRA FFC Bases

    By Guest Benny, March 23, 2005
    • 1 reply
    • 972 views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

42. OBRA FFL Bases an Aggregate Method - HOT NEWS

    By Guest, March 30, 2000
    • 9 replies
    • 1.8k views
    • 
    • mwyatt
    • April 4, 2000

43. OBRA Full Funding Limit - Frozen Plan using Aggregate Method

    By Rolf Trautmann, December 17, 2003
    • 12 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 19, 2003

44. obtaining old forms

    By Gary, September 19, 2011
    • 8 replies
    • 1.2k views
    • 
    • Gary
    • September 21, 2011

45. October 417(e) Interest Rates

    By Sellarsian, November 19, 2018
    • 5 replies
    • 1.7k views
    • 
    • Sellarsian
    • November 20, 2018

46. Off cycle restatement

    By Guest latwz, April 17, 2008
    • 1 reply
    • 945 views
    • 
    • SoCalActuary
    • April 17, 2008

47. off topic -- Fasb 158

    By abanky, April 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2007

48. offer 5.001% stock option-- NHCE becomes HC

    By SSRRS, September 20, 2019
    • 19 replies
    • 1.4k views
    • 
    • SSRRS
    • September 26, 2019

49. Offering Lump Sums to Participants Already In Pay Status

    By WestCoast, November 1, 2010
    • 6 replies
    • 1.9k views
    • 
    • mwyatt
    • November 2, 2010

50. Offering Subsidized Early Retirement for a Limited-time

    By JRG, April 20, 2017
    • 3 replies
    • 799 views
    • 
    • david rigby
    • April 21, 2017